FWL INVESTMENT MANAGEMENT, LLC
Position in PFG — Principal Financial Group Inc
CIK 1829231
Dallas, TX
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,956
+$6,715 QoQ
Shares Held
380
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#778
of 948 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FWL INVESTMENT MANAGEMENT, LLC holds $574,121 across 8 Asset Management names. PFG ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
441 | $424,047 | |
| 2 | CSQ |
Calamos Strategic Total Return Fund
|
3,550 | $72,988 | |
| 3 | PFG |
Principal Financial Group Inc
This page
|
380 | $40,956 | |
| 4 | VVR |
Invesco Senior Income Trust
|
7,000 | $21,000 | |
| 5 | ARCC |
Ares Capital Corp
|
502 | $9,302 | |
| 6 | NTRS |
Northern Trust Corp
|
15 | $2,607 | |
| 7 | SEIC |
Sei Investments Co
|
22 | $1,929 | |
| 8 | IFN |
Aberdeen India Fund, Inc.
|
110 | $1,292 |
All Filings in PFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,956 | 380 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,241 | 380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,519 | 380 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,505 | 380 | Shares | Sole | 2025-11-17 | |
| 2024-03-31 | $3,452 | 40 | Shares | Sole | 2024-05-13 | |
| 2022-12-31 | $3,356 | 40 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||